Tax Manager

📋 Description

• Provide tax services for clients: income, estate/trust, and gift taxes
• Prepare and review tax returns; provide staff feedback
• Determine federal/state/local filing requirements
• Respond to IRS and state/local notices
• Collaborate with clients and advisors on tax strategy
• Communicate clearly with clients, tax authorities, and firm staff

🎯 Requirements

• BS/BA Degree, accounting preferred
• Valid CPA license
• 6+ years individual, trust and gift tax return prep/review experience
• Proficiency in income tax planning and compliance
• Multi-state tax preparation/filing experience preferred
• Form 1041 Trust & Estate and Form 709 Gift return experience

🎁 Benefits

• Medical: Blue Shield and Kaiser plans
• Dental insurance with MetLife
• Vision insurance with VSP
• Flexible working arrangements
• Generous 401K contributions
• 11 Paid Holidays